inst/get-quotes.R

In Cloud9Smart/sell: CW Sell API Client

library(sell)
library(Rconnect)
library(tidyverse)



get_company <- function(id, ...) {

  cw_get(paste0('/company/companies/', id),
         list(
           fields = 'id,identifier,
                      name,accountNumber'
         ))

}


get_projects <- function(company_id = NULL,
                         project_id = NULL, ...) {

  cw_resp <- cw_get(paste0('/project/projects/', project_id),
                    list(
                      conditions = paste0('company/id = ', company_id),
                      fields = 'id,name,
           billProducts,company,contact,description,
           downpayment,estimatedEnd,estimatedExpenseRevenue
           ,estimatedHours,estimatedProductRevenue,
           estimatedStart,
           department,manager,opportunity,status'
                    ))


 jsonlite::flatten(
   as.data.frame(
     cw_resp[[1]]
   )
 )

}

z <- get_company(12288)
get_projects(project_id = 5716)
get_projects(company_id = 12288)


p<-get_company(id = 12288) %>%
  select(id) %>%
  get_projects(company_id = .) %>%
  get_projects(project_id = .[2,]) %>%
  select(opportunity.id) %>%
  translate(cw_opp = .)


quote_items <- get_items()

get_sell(paste0('/api/quotes/', p$quoteNumber, '/versions'))
get_sell(paste0('/api/quotes/', p$id))

get_sell(paste0('/api/quoteTabs/', p$id, '/quoteItems'))


quote_nums <- get_quotes(fields = 'id,name,quoteNumber', trunc = FALSE)

get_sell(paste0('/api/quoteTabs/', quote_nums[10,]$id, '/quoteItems'), verbose = TRUE
  )

sell_resp <- httr::GET(
  paste0(base_url(), paste0('/api/quoteTabs/', quote_nums[10,]$id, '/quoteItems')),
                       sell_auth(),
  httr::verbose()
)


sell_resp <- httr::GET(
  paste0(base_url(), paste0('/api/quoteTabs/', quote_nums[10,]$id, '/quoteItems')),
                       sell_auth(),
  httr::verbose()
)




# -------------------------------------------------------------------------

# Quote Customers
sell_resp <- httr::GET(
  paste0(base_url(), paste0('/api/quotes/', quote_nums[50,]$id, '/customers')),
                       sell_auth(),
  httr::verbose()
)

jsonlite::fromJSON(httr::content(sell_resp, 'text'))

# Quote Items
sell_resp <- httr::GET(
  paste0(base_url(), paste0('/api/quoteItems')),
                       sell_auth(),
  httr::verbose()
)

jsonlite::fromJSON(httr::content(sell_resp, 'text')) %>%
  names()
  select(1:75) %>% View


# Quotes
sell_resp <- httr::GET(
  paste0(base_url(), paste0('/api/quotes/')),
                       sell_auth(),
  query = list(
    pageSize = 50,
    page = 50
    #condtions = "createDate > [2020-01-06T19:55:47.477Z]"
               ),
  httr::verbose()
)

jsonlite::fromJSON(httr::content(sell_resp, 'text')) %>% View

# Quotes / id
sell_resp <- httr::GET(
  paste0(base_url(), paste0('/api/quotes/', 'q637146363205360797kjTpOGt')),
                       sell_auth(),
  httr::verbose()
)

quote_id_resp <- jsonlite::fromJSON(httr::content(sell_resp, 'text'))

# Quotes Tabs
quoteTabs <- httr::GET(
  paste0(base_url(), paste0('/api/quoteTabs')),
                       sell_auth(),
  query = list(
    page = 20
  ),
  httr::verbose()
)

tab_resp$quote$id <- jsonlite::fromJSON(httr::content(quoteTabs, 'text'))

tab_resp[1,] %>%
  View

# first translate
p <- get_company(id = 12288) %>%
  select(id) %>%
  get_projects(company_id = .) %>%
  get_projects(project_id = .[2,]) %>%
  select(opportunity.id) %>%
  translate(cw_opp = .)


# Choose by external project - reverse lookup
# Works by passing a quote id to quote tabs and looking up products by quote id
quoteTabs <- httr::GET(
  paste0(base_url(), paste0('/api/quoteTabs')),
                       sell_auth(),
  query = list(
    # look up by quote id
    conditions = paste0('quote/id = ', p$id)
  ),
  httr::verbose()
)

tab_resp <- jsonlite::fromJSON(httr::content(quoteTabs, 'text'), flatten = TRUE)

tab_resp %>%
  as_tibble() %>%
  select(id)
  View
tab_resp %>% str()
typeof(tab_resp)



# Quotes Tabs Items
sell_resp <- httr::GET(
  paste0(base_url(), paste0('/api/quoteTabs/', tab_resp[1,]$id,'/quoteItems')),
                       sell_auth(),
  query = list(
    conditions = paste0('quote/id = ', p$id)
  #  includeFields = 'id,idQuote,approvalMarginMinimum,approvalPriceMinimum,
  #basePrice,cost,costModifier,crmReference,cwAgreement,cwClass,
  #etilizeProductId,etilizeSerializedAttributes,
  #extendedCost,extendedPrice,extendedPriceConverted,
  #externalQuoteNumber,externalReference,grossMargin,idQuoteTabs,
  #isShowPrice,isSold,isTaxable,isTotalsIncluded,itemNotes,
  #itemNumber,lineType,markup,netCost,overridePrice,
  #overridePriceModifier,owner,packagePrice,packageQty,parentQuoteItem,
  #poNumber,priceConverted,productCategory,productClass,productType,
  #quantity,quosalDescription,quoteItemPrice,quoteName,
  #quoteReadableId,recurringAmount,shortDescription,sortOrder,
  #source,sourceManufacturerId,sourceManufacturerName,
  #sourceVendorId,sourceVendorName,startingCost,taxquote/id,quoteTab/id'
  ),
  httr::verbose()
)

# Format
quote_item_resp <- jsonlite::fromJSON(httr::content(sell_resp, 'text'),
                                      flatten = TRUE) %>%
  as_tibble



# Selector
quote_item_resp[1,] %>%
  select(id,idQuote,approvalMarginMinimum,approvalPriceMinimum, basePrice,cost,costModifier,crmReference,cwAgreement,cwClass, etilizeProductId,etilizeSerializedAttributes, extendedCost,extendedPrice,extendedPriceConverted, externalQuoteNumber,externalReference,grossMargin,idQuoteTabs, isShowPrice,isSold,isTaxable,isTotalsIncluded, itemNumber,lineType,markup,netCost,overridePrice, overridePriceModifier,owner,packagePrice,packageQty,parentQuoteItem, poNumber,priceConverted,productCategory,productClass,productType, quantity,quosalDescription,quoteItemPrice,quoteName, quoteReadableId,recurringAmount,shortDescription,sortOrder, source,sourceManufacturerId,sourceManufacturerName, sourceVendorId,sourceVendorName,startingCost,quoteTab.id) %>%
  as_tibble %>%
  str()